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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,381 | $54,121+76.2% | $134,162-28.9% | $73,412+29.9% |
| Participation rate | 72.2% | 64.4%+7.8pp | 72.2%0pp | 72.2%0pp |
| Annual return | 15.00% | -312.52%+327.5pp | 36.35%-21.3pp | 59.30%-44.3pp |
| Employer contribution / active EE | $2,237 | $1,402+59.6% | $3,705-39.6% | $2,234+0.2% |
| Participant deferral / active EE | $5,345 | $2,844+88.0% | $3,500+52.7% | $3,806+40.5% |
| Admin fee / account holder | $357 | $132+169.7% | $6,685-94.7% | $158+126.1% |